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The Tally blog

Practical guides and product updates for finance teams running QuickBooks and Salesforce together.

FeaturedAugust 20, 2024·10 min read

How to Set Up a Successful QuickBooks + Salesforce Integration

A step-by-step guide to a successful QuickBooks and Salesforce integration — invoicing, estimates, syncing customers and products, automation, and the mistakes to avoid.

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May 15, 2024·2 min

Bi-Directional Product Sync Between QuickBooks and Salesforce

Keep products and services in sync between QuickBooks and Salesforce in real time — automatically or on demand — with Tally's bi-directional product sync.

April 15, 2023·3 min

Custom Tax Rates in Salesforce, Synced to QuickBooks

Define and apply custom QuickBooks tax rates on invoices and estimates directly in Salesforce — accurate, compliant tax on every document, with no manual math.

April 1, 2023·2 min

QuickBooks Class Tracking in Salesforce — Down to the Line Item

Apply QuickBooks classes to invoice line items directly in Salesforce for granular, segmented P&L reporting — synced automatically with QuickBooks Online.

March 21, 2023·2 min

How Non-Profits Benefit from Recurring Invoicing in Salesforce

See how non-profits use Tally's recurring invoicing to automate donations and recurring billing in Salesforce — boosting donor retention and cutting admin costs.

March 21, 2023·3 min

How to Map Salesforce Accounts to QuickBooks Customers

Learn how to map Salesforce accounts to QuickBooks customers with Tally — accurate invoicing, clean data, and an automatic account-creation tool for new orgs.

March 21, 2023·3 min

QuickBooks + Salesforce Integration Mistakes (and How to Avoid Them)

Avoid the most common QuickBooks and Salesforce integration mistakes — dirty data, broken account mapping, no real-time sync, skipped testing — with this practical guide.

March 21, 2023·2 min

How to Download QuickBooks Invoices as PDFs from Salesforce

Generate and download official QuickBooks invoice PDFs straight from Salesforce with Tally — one click, no switching tabs. Here's exactly how it works.

February 9, 2023·2 min

Credit Card Limits for QuickBooks Payments in Salesforce

Set a maximum amount customers can pay by credit card and require ACH above it — control card-processing fees on large invoices with Tally's CC limit feature.

January 8, 2023·3 min

The Benefits of Tally's QuickBooks and Salesforce Integration

How Tally's QuickBooks and Salesforce integration helps teams automate billing, eliminate double entry, and make faster, data-driven decisions inside Salesforce.

January 1, 2023·3 min

How to Process QuickBooks Payments in Salesforce (CC & ACH)

A complete guide to processing QuickBooks credit card and ACH payments inside Salesforce with Tally — secure, PCI-compliant, and auto-reconciled to the invoice.

December 27, 2022·2 min

Recurring Invoices in Salesforce, Synced to QuickBooks

Automate subscriptions and recurring billing in Salesforce with Tally — customer-defined schedules, auto-pay, and every invoice synced to QuickBooks Online.

January 19, 2022·3 min

5 Reasons to Integrate QuickBooks and Salesforce

Discover 5 reasons to integrate QuickBooks and Salesforce — eliminate double entry, speed up cash flow, improve accuracy, and run billing without leaving your CRM.

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